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Author Archives: Shaun Savvy

What-is-Exit-Planning

What is Exit Planning?

What is exit planning? It’s a question that many business owners may ask themselves when they start thinking about the future of their company. Essentially, exit planning is the process of creating a strategic plan for leaving a business. This … Read More

Key Elements of Business Planning for 2024

Key Elements of Business Planning for 2024

Business owners and advisors have historically avoided business planning as it has been time-consuming and cumbersome. Business planning is important for successful companies. It’s necessary to stay updated on the latest trends and strategies in the ever-changing business world. In … Read More

KPI Strategic Planning: 6 Common Mistakes to Avoid in 2024

KPI Strategic Planning: 6 Common Mistakes to Avoid in 2024

Developing a strategic plan for KPI success heading into 2024 is essential for business growth and success. However, it’s important to be aware of the common mistakes that can be made when creating a KPI strategic planning process. These errors … Read More

What is The Sellability Score? Exit Planning 101

What is The Sellability Score? Exit Planning 101

Are you considering transitioning out of your business? Exit planning is an important process for business owners considering selling their company. It helps them prepare for a successful sale and maximize their return. The Sellability Score is a key part … Read More

being a better business consultant

7 Tips for Effective Business Consulting

Business consulting is a growing field and a rewarding one as well. Effective Business Consulting is challenging, sure, but every client presents an opportunity to learn and grow as you add to and refine your skills. Clients don’t come easy, … Read More

What is a CEPA? Certified Exit Planning Advisor

Are you considering transitioning out of your business? If so, you may have heard of a Certified Exit Planning Advisor (CEPA). But what is a CEPA? A CEPA is a professional who specializes in helping business owners develop a plan … Read More

Buying an Existing Business 101

Buying an Existing Business 101

Is it a good idea to buy a business? Are you wondering why buyers buy a business? Is it better to buy a business vs starting a business? In this blog post, we’ll provide a complete guide to the process … Read More

Exit Planning for Advisors 2023

Exit Planning for Advisors: Profitable Opportunity in 2023

In the business world, having a strong business plan will generally yield a successful operation. Likewise, strategic planning can help management teams and staff to financial stability and clarity.  Exit planning for advisors is becoming a hot topic in the … Read More